SCOPE EXAMPLE
Private physio
- 01 / Current Situation
- Phone enquiries not logged the same way as web forms.
- 02 / OpsPatch Build
- Unified enquiry list with 24h follow-up rule.
- 03 / Delivered Handover
- Tracker + SMS reminders.
Clinic operations
Clinic enquiries and follow-ups falling through?
Mobile-friendly booking paths, enquiry tracking, and reminder flows for small clinics, not enterprise hospital software.
Clear scope and price band before work starts
Common situations
Phone and form enquiries not tracked together
Follow-up calls depend on reception memory
Website does not convert mobile visitors
Daily appointment gaps invisible until too late
What can be included
Dashboards with clear owners and KPIs
Automations that replace copy-paste steps
Lead capture and follow-up workflows
AI chat assistants for FAQs and enquiries
Weekly reporting packs that run themselves
Defined Deliverables
Typical scopes
SCOPE EXAMPLE
Dental practice
- 01 / Current Situation
- Mobile site visitors bounced, contact path unclear.
- 02 / OpsPatch Build
- Mobile landing refresh + sticky book button + enquiry log.
- 03 / Delivered Handover
- Site fix + simple enquiry follow-up.
SCOPE EXAMPLE
Aesthetics clinic
- 01 / Current Situation
- DM enquiries from Instagram untracked.
- 02 / OpsPatch Build
- DM → tracker integration + consultation reminders.
- 03 / Delivered Handover
- Meta leads + pipeline.
Common tools
- Google Sheets
- Excel
- Power BI
- Looker Studio
- Make
- Zapier
- AI assistants